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Sunstone Hotel Investors

240 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more call options, than puts

Call options by funds: $572K | Put options by funds: $28K

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

3% more funds holding

Funds holding: 232240 (+8)

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$781K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.73% less ownership

Funds ownership: 99.66%96.93% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
83
Reduced
97
Closed
23
Calls
$572K
Puts
$28K
Net Calls
+$544K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$4.14M -$4.76K -436 -0.1%
Point72 Asset Management
52
Point72 Asset Management
Connecticut
$4.12M -$819K -75,000 -17%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$4.07M -$13.4K -1,227 -0.3%
IFA
54
Index Fund Advisors
California
$3.86M
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$3.64M +$1M +91,852 +39%
Amundi
56
Amundi
France
$3.59M +$2.1M +191,835 +116%
LCM
57
Legato Capital Management
California
$3.43M -$5.46K -500 -0.2%
VA
58
Vident Advisory
Georgia
$3.38M -$820K -75,096 -20%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$3.28M +$57.5K +5,259 +2%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.25M -$313K -28,683 -9%
Tudor Investment Corp
61
Tudor Investment Corp
Connecticut
$2.9M -$2.86M -261,710 -50%
Prudential Financial
62
Prudential Financial
New Jersey
$2.84M +$86.3K +7,903 +3%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$2.84M
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$2.76M +$2.7M +247,343 New
Nomura Asset Management
65
Nomura Asset Management
Japan
$2.72M +$90.7K +8,300 +4%
First Trust Advisors
66
First Trust Advisors
Illinois
$2.63M +$6.61K +605 +0.3%
Citigroup
67
Citigroup
New York
$2.55M +$83.2K +7,620 +3%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$2.51M +$197K +18,060 +9%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$2.48M -$20.2K -1,846 -0.8%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$2.44M +$2.04M +186,413 +572%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.19M -$147K -13,427 -6%
Deutsche Bank
72
Deutsche Bank
Germany
$2.18M +$595K +54,464 +39%
Wells Fargo
73
Wells Fargo
California
$2.15M +$126K +11,575 +6%
Barclays
74
Barclays
United Kingdom
$2.12M -$1.56M -142,656 -43%
PA
75
Paralel Advisors
Colorado
$2.08M

SHO Hedge Fund Activity: Q1 2024 in Review

240 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2024, worth a combined $2.2B — up 0.04% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 23 closed out — a net gain of 9 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 240 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2024, up from 232 in Q4 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2024, up 0.04% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2024 was Macquarie Group, an estimated $13M added.
  • The largest Sunstone Hotel Investors seller in Q1 2024 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2024.